Omnia Family Wealth, LLC

Q3 2025 13F Holdings

  • Location
    aventura, FL
  • Num holdings

    101

  • Value ($000)

    $307,983

  • Date Filed
    11/06/2025
  • Form type
    13F-HR
  • CIK
    0001696136
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$107.90M
35 %

327,892

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$22.19M
7 %

62,434

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$19.60M
6 %

194,640

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$13.91M
5 %

232,110

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$13.00M
4 %

148,888

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$10.27M
3 %

16,726

A
AAPL

APPLE INC

COM
037833100
$10.15M
3 %

39,852

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$9.32M
3 %

128,096

M
MSFT

MICROSOFT CORP

COM
594918104
$8.04M
3 %

15,521

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.83M
2 %

36,579

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